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Charter Oak Capital Management, LLC: AMZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charter Oak Capital Management, LLC on AMZN, newest first. How the timeline and the estimate are built.

Charter Oak Capital Management, LLC held 11,097 AMZN shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 11,097 shares
    Change vs previous 13F +3,197 shares

    0.18% of the 13F portfolio, value $2,311,084.

    13F-HR 0001810720-26-000004 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 7,900 shares
    Change vs previous 13F +67 shares

    0.14% of the 13F portfolio, value $1,823,536.

    13F-HR 0001810720-26-000002 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 7,833 shares
    Change vs previous 13F +110 shares

    0.13% of the 13F portfolio, value $1,719,947.

    13F-HR 0001810720-25-000003 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 7,723 shares
    Change vs previous 13F +363 shares

    0.14% of the 13F portfolio, value $1,694,250.

    13F-HR 0001667731-25-000777 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 7,360 shares
    Change vs previous 13F +267 shares

    0.13% of the 13F portfolio, value $1,400,228.

    13F-HR 0001667731-25-000416 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 7,093 shares
    Change vs previous 13F +732 shares

    0.14% of the 13F portfolio, value $1,556,137.

    13F-HR 0001667731-25-000083 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 6,361 shares
    Change vs previous 13F +1,003 shares

    0.11% of the 13F portfolio, value $1,185,248.

    13F-HR 0001810720-24-000004 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 5,358 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,035,420.

    13F-HR 0001810720-24-000003 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).